This reporting season was a mixed bag. Overall, I was happy with my holding’s progression. Some wonderful results and some absolute horrors.
What I was most happy with was the improvements in my process. I thought I’d share what I’ve come up with, in case it helps others.
I have holdings in 24 companies on the ASX which makes it a decent amount of work to keep on top of them. Before earnings season I had made two master prompts where I could download the H1 Report and the Investor Presentation and give them both to Chatty along with my prompts and have him analyse. One prompt is on Management’s honesty in what they present in the Investor pack Vs actual results. As an Accountant “Underlying Earnings” is a personal bugbear. The other is an Equity Research Prompt I’ve developed over months of using chatting and includes all sorts of questions, like reverse DCF, Mean Reverse trap of a fallen stock.

However, after hearing that @Strawman has stood up an Instance of Open Claw, I thought I should work on some automation myself. Given I have never coded in my life, Open Claw seems a bit too far for me just now, but I did manage to set up a working Agent via GitHub + Python + loads of help from Chatty. My sons named him Bob the Bot.
The chart below shows what Bob does. Every morning Bob automatically goes to the ASX website and looks for announcements from my 24 holdings. He then decides if an announcement is just admin junk and or if it’s Price Sensitive. If it’s worth it (think HY, FY, Investor Pres, Cap Raise, Acquisition), Bob downloads the PDF and passed it to Chatty via Open AI’s API (which costs a very small amount) he also passes my prompts above and some other prompts for an acquisition or cap raise. Once Chatty works his magic he passes the result back to Bob who brings it all together and emails it to me at ~9am Singapore time.

I can’t tell you how much I’ve learned about AI, Coding, Python in the last ~36 hours.
If you’re looking for help with your own processes, I’m happy to point you in the right direction… in a blind leading the blind kind of way.
In fact, for fun, I asked Chatty to produce a summary of our VERY long conversation (I asked him 65 Questions in the same chat), including what he thought was the silliest questions I asked. Enjoy at my expense.

Cheers
JM+Chatty+Claude(Graphics)+Bob